Gary E. Lotzer

Gary Lotzer is a Senior Managing Director with Mentor Securities LLC and
The Mentor Group Inc. He is an expert in business valuation, business
and marketing plans, industry research and financial modeling. His valuations
have been used for partner dissolutions, IRS estate tax support, litigation
damages, and business sales.
He has over 30 years of diverse business experience, across abroad spectrum
of industries. He served in several C Suite roles and started private
companies in the U.S., Europe and Asia. He has applied this expertise
to investment banking engagements involving structuring debt and equity
capital. He has also participated in IPO's and public finance. Mr.
Lotzer has provided financial advisory services for buyers and sellers
in a variety of industries, as well as media, software and healthcare.
Mr. Lotzer has significant expertise in completing joint venture, venture
backed and turnaround transactions.
Prior to The Mentor Group Inc. and Mentor Securities LLC, he was with Nexus
Brokerage and Vantera Partners. Vantera Partners is a corporate advisory
and merchant banking firm. Additionally, he was a registered investment
banker with Hunter Wise Securities.
Education
Graduate studies, Thunderbird International Management
BA, Business School, University of Wisconsin
Professional Affiliations / Licenses
Certified Public Accountant
ABV, Accredited in Business Valuations
FINRA Member, Series 82 and 63
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